Conversation with the Future: The challenges of the economy, geopolitics, and agriculture in 2026

In an appearance on the Globo Rural Podcast, Leandro Gilio and Zeina Latif reflect on 2025 and the challenges for 2026.

Agriculture could break records in 2026, but the numbers don't add up in the field.

Macroeconomic indicators remain positive, but costs, debt, and falling margins reveal challenges not captured by the aggregate figures.

More safeguards and protectionist measures: are there reasons for the European Union to fear an agreement with Mercosur?

Safeguard mechanisms approved by the European Parliament could jeopardize the implementation of the agreement between Mercosur and the European Union.

Renegotiation of rural debts: the measure is a 'band-aid' and does not solve the whole problem.

Mercosur-EU Agreement: Risk of signing delay increases.

Leandro Gilio, in an interview for Miriam Leitão's blog, highlights that European countries have not reached a consensus for the final signing of the agreement, previously scheduled for December 20th.

US confirms 25% tariff on Brazilian products.

Tariffs applied via Section 301 come into effect on July 22, but preserve most Brazilian agricultural exports on the list of exceptions.

Brazil in the Mercosur-European Union agreement: measuring the trade impact through tariff reductions and the granting of negotiated quotas | 53rd ANPEC Congress

Study presented by researchers from Insper Agro Global at the 53rd ANPEC Congress (Area 7 - International Economics) - Available in the Congress Proceedings.

The warning about a possible Super El Niño and its effects on Brazilian agriculture.

The phenomenon alters rainfall and temperature patterns unevenly across the country, increasing risks to production.